IBM announced it will invest $150 billion in the U.S. over the next five years, primarily to expand local manufacturing, especially in quantum computers. This decision aligns with similar commitments by Nvidia and Apple, who together are investing $1 trillion. Analysts perceive these announcements as strategic moves to mitigate risks associated with tariffs imposed by the Trump administration, which threaten supply chain stability for tech firms. A significant portion of IBM's investment is earmarked for enhancing its already extensive quantum computer capabilities, reflective of growing interest in this transformative technology.
IBM's commitment to invest $150 billion in the US over five years underscores a wider trend among tech giants prioritizing local manufacturing amid supply chain pressures.
IBM plans to utilize $30 billion of its investment specifically to enhance US manufacturing of quantum computers and mainframes, underscoring its focus on future technologies.
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